EWA
IVZ icon

EverSource Wealth Advisors’s Invesco IVZ Stock Holding History

EverSource Wealth Advisors’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$468K Buy
19,269
+4,880
+34% +$128K 0.01% 633
2025
Q4 		$378K Buy
14,389
+807
+6% +$19.7K 0.01% 643
2025
Q3 		$312K Buy
13,582
+636
+5% +$13.2K 0.01% 711
2025
Q2 		$204K Buy
12,946
+8,346
+181% +$120K 0.01% 849
2025
Q1 		$69.8K Buy
4,600
+863
+23% +$14.7K ﹤0.01% 1072
2024
Q4 		$65.3K Buy
3,737
+2,136
+133% +$38K ﹤0.01% 1066
2024
Q3 		$28.1K Sell
1,601
-709
-31% -$11.6K ﹤0.01% 1320
2024
Q2 		$39.9K Sell
2,310
-468
-17% -$7.2K ﹤0.01% 1190
2024
Q1 		$39.4K Buy
2,778
+316
+13% +$5.1K ﹤0.01% 1076
2023
Q4 		$43.9K Buy
2,462
+1,589
+182% +$22.9K ﹤0.01% 952
2023
Q3 		$12.7K Sell
873
-2,020
-70% -$32.5K ﹤0.01% 1327
2023
Q2 		$48.6K Buy
2,893
+1,146
+66% +$18.4K 0.01% 848
2023
Q1 		$28.7K Sell
1,747
-97
-5% -$1.73K ﹤0.01% 965
2022
Q4 		$33.2K Buy
1,844
+1,027
+126% +$17.6K 0.01% 918
2022
Q3 		$11K Sell
817
-3,846
-82% -$64.9K ﹤0.01% 1100
2022
Q2 		$75K Buy
4,663
+4,075
+693% +$77.1K 0.02% 466
2022
Q1 		$14K Buy
588
+86
+17% +$1.91K ﹤0.01% 843
2021
Q4 		$12K Buy
+502
New +$12.2K ﹤0.01% 891

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return